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Level 2

Can I change an invoice to a direct sale?

I've an invoice for a customer who has since authorized us to use a direct sale.  Is there some way to just convert the invoice, or do I have to void it? 

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Best answer March 17, 2020

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Moderator

Can I change an invoice to a direct sale?

Hi @DebAC,

 

Thanks for writing!  I would be happy to help with your question today!

 

If you're talking about using a sales receipt instead of an invoice, there's not a way to convert an invoice into a sales receipt.  You would just delete the invoice and then create the sales receipt, then charge the customer.

 

I hope that answers your question!

 

Lucas

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Highlighted
Moderator

Can I change an invoice to a direct sale?

Hi @DebAC,

 

Thanks for writing!  I would be happy to help with your question today!

 

If you're talking about using a sales receipt instead of an invoice, there's not a way to convert an invoice into a sales receipt.  You would just delete the invoice and then create the sales receipt, then charge the customer.

 

I hope that answers your question!

 

Lucas

View solution in original post

Highlighted
Level 2

Can I change an invoice to a direct sale?

That's what I needed to know. I wanted to see if I could avoid the clutter of deleting the invoice and creating the sales receipt. So thanks for telling me. You rock!

Highlighted
Moderator

Can I change an invoice to a direct sale?

Thanks @DebAC!  I'm glad I could help!

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